Territory Business Coordinator

Date: Jun 21, 2022

Primary Location: Hartford, CT, US

Company: Lincoln Financial

 Alternate Locations: Hartford, CT (Connecticut)

 

Work Arrangement: Hybrid/Home

 

Relocation assistance: is not available for this opportunity.

 

Requisition #: 69683

 

 

The Role at a Glance:

As a Territory Business Coordinator, you will perform and deliver on routine assignments for your assigned area(s) of responsibility independently in accordance with established procedures/guidelines. In this position, you will be responsible for providing operational, event and marketing support to specifically assigned Life Sales Channel(s).

What you'll be doing:

  • Support proactive channel & territory efforts as needed to execute on channel strategy & business plans, segmentation, and other routine tasks and responsibilities. 
  • Aid in driving adoption of technology tools.
  • Channel Marketing and Value-Add Campaign Management and Maintenance
    • Campaign list creation following established standards
    • Identify and maintain contacts in salesforce
    • Create wholesaler specific reports when needed
    • Execute campaigns on behalf of wholesalers where appropriate
  • Channel Meeting & Event Follow up
    • Create and deliver event/ meeting invites as needed
    • Run campaign reports
    • Reconcile attendee lists, research differences, and clean up data in Salesforce as identified
    • Wholesaler reporting for follow up
  • Contact Management Support, Clean up & Maintenance in Salesforce
  • Utilize available technology tools to support tasks (Salesforce, Excel, Mail Merge, Digital Marketing Center, Procurement, etc.)
  • Manage open system / contact requests submitted by the business, including validating completed items and tracking completion on outstanding requests
  • Order gifts and promotional items in support of channel initiatives 
  • Coordination with Marketing lists & contacts – managing removals and communication with Marketing
  • Meets or exceeds departmental quality and service standards.
  • Applies expanded knowledge obtained from the role in increasingly more complex situations and continues to acquire more knowledge to apply in role. 
  • Proactively builds relationships with channel stakeholders / liaisons as needed through active communication, and achievement of quality service for partners.
  • Provides a diverse range of information and performs a diverse range of tasks/transactions related to common programs and services.
  • Supports and promotes change management and/or departmental/enterprise initiatives.
  • Delivers routine work independently, in accordance with established procedures and guidelines, in a timely manner and meets deadlines appropriately.
  • Makes routine & non-routine decisions, applying limited but increasingly more discretion within role except for matters of significance which affect the business as a whole or a significant part of it, in accordance with established procedures & guidelines
  • Provides consultative support and partners with stakeholders as needed to provide routine and increasingly more non-routine sales support while maintaining fiscal discipline and adherence to customer and regulatory requirements.

What we're looking for:

Must-haves:

  • 2 - 3 Years of overall experience 
  • High School or GED
  • Proficiency with Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Demonstrates excellent written and verbal communication skills.
  • Demonstrates the ability to use sound judgment and discretion regarding confidential information.
  • Ability to work with others in a team environment; Demonstrates strong interpersonal skills with a collaborative style.
  • Demonstrated solid relationship management skills with internal and/or external clients (e.g. management, peers, colleagues, customers, etc.). 
  • Demonstrates ability to work in a fast-paced environment.
  • Demonstrates excellent organizational skills with the ability to prioritize workload and multi-task while maintaining strict attention to detail.

Nice-to-haves:

  • Previous work experience directly related to position

What’s it like to work here?

At Lincoln Financial Group, we love what we do. We make meaningful contributions each and every day to empower our customers to take charge of their lives. Working alongside dedicated and talented colleagues, we build fulfilling careers and stronger communities through a company that values our unique perspectives, insights and contributions and invests in programs that empower each of us to take charge of our own future.

 

What’s in it for YOU:

  • A clearly defined career framework to help you successfully manage your career

  • Leadership development and virtual training opportunities

  • PTO/parental leave

  • Competitive 401K and employee benefits

  • Free financial counseling, health coaching and employee assistance program

  • Tuition assistance program

  • A leadership team that prioritizes your health and well-being; offering a remote work environment and flexible work hybrid situations

  • Effective productivity/technology tools and training

 

Work Arrangement

Hybrid/Home : Employees will work from home on average more days per week.

 

 About The Company
 

Lincoln Financial Group, a Fortune 200 company with over 10,000 employees, provides advice and solutions that help empower Americans to take charge of their financial lives with confidence. Our core business areas — Life Insurance, Annuities, Retirement Plan Services and Group Protection — focus on supporting, preserving and enhancing over 17 million customer’s lifestyles and retirement outcomes.

Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE: LNC) and its affiliates. The company had $324 billion in end-of-period account values as of June 30, 2021.

Ranked one of the Best Large Employers in America and Best Employers for Women by Forbes magazine as well as one of Newsweek’s Most Responsible Companies, Lincoln Financial Group makes a serious investment in our employees’ futures through a broad range of wealth accumulation and protection plans, health and wellness programs, and career development resources designed to help each individual reach their personal and professional goals.

 

Lincoln is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. 

 

Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Dedicated to diversity and inclusion, we earned perfect 100 percent scores on the Corporate Equality Index and the Disability Equality Index. Follow us on Facebook, Twitter, LinkedIn, and Instagram. Sign up for email alerts at http://newsroom.lfg.com

 

Be Aware of Fraudulent Recruiting Activities

If you are interested in a career at Lincoln, we encourage you to review our current openings and apply on our website. Lincoln values the privacy and security of every applicant and urges all applicants to diligently protect their sensitive personal information from scams targeting job seekers. These scams can take many forms including fake employment applications, bogus interviews and falsified offer letters.

Lincoln will not ask applicants to provide their social security numbers, date of birth, bank account information or other sensitive information in job applications. Additionally, our recruiters do not communicate with applicants through free e-mail accounts (Gmail, Yahoo, Hotmail) or conduct interviews utilizing video chat rooms. We will never ask applicants to provide payment during the hiring process or extend an offer without conducting a phone, live video or in-person interview.  Please contact Lincoln's fraud team at fraudhotline@lfg.com if you encounter a recruiter or see a job opportunity that seems suspicious.

 

Additional Information

This position may be subject to Lincoln’s Political Contribution Policy.  An offer of employment may be contingent upon disclosing to Lincoln the details of certain political contributions. Lincoln may decline to extend an offer or terminate employment for this role if it determines political contributions made could have an adverse impact on Lincoln’s current or future business interests, misrepresentations were made, or for failure to fully disclose applicable political contributions and or fundraising activities.

Any unsolicited resumes/candidate profiles submitted through our web site or to personal e-mail accounts of employees of Lincoln Financial Group are considered property of Lincoln Financial Group and are not subject to payment of agency fees.

 

Lincoln Financial Group (“LFG”) is an Equal Opportunity employer and, as such, is committed in policy and practice to recruit, hire, compensate, train and promote, in all job classifications, without regard to race, color, religion, sex (including pregnancy), age, national origin, disability, sexual orientation, gender identity and expression, Veteran status, or genetic information.  Applicants are evaluated on the basis of job qualifications.  If you are a person with a disability that impedes your ability to express your interest for a position through our online application process, or require TTY/TDD assistance, contact us by calling 260-455-2558.

 

This Employer Participates in E-Verify. See the E-Verify notices.

Este Empleador Participa en E-Verify. Ver el E-Verify avisos. 


Nearest Major Market: Hartford

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